MorganRosel Wealth Management, LLC: IEFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MorganRosel Wealth Management, LLC on IEFA, newest first. How the timeline and the estimate are built.
MorganRosel Wealth Management, LLC held 0 IEFA shares at 2026-03-31 per its 13F-HR filed 2026-05-07.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -4,996 shares
13F-HR 0001986152-26-000063 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 4,996 sharesChange vs previous 13F -10 shares
0.11% of the 13F portfolio, value $446,942.
13F-HR 0001986152-26-000032 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,006 sharesChange vs previous 13F +40 shares
0.11% of the 13F portfolio, value $437,074.
13F-HR 0001753218-25-000002 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,966 sharesChange vs previous 13F -1,148 shares
0.11% of the 13F portfolio, value $414,562.
13F-HR 0001986152-25-000055 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,114 sharesChange vs previous 13F -2,444 shares
0.14% of the 13F portfolio, value $462,524.
13F-HR 0001986152-25-000035 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,558 sharesChange vs previous 13F +3,749 shares
0.2% of the 13F portfolio, value $601,456.
13F-HR 0001986152-25-000019 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,809 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $375,342.
13F-HR 0001085146-24-004839 filed by MorganRosel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).